OC

Oarsman Capital Portfolio holdings

AUM $713M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.5M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$2.43M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M

Top Sells

1
+$1.31M
2
+$631K
3
+$418K
4
C icon
Citigroup
C
+$343K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$330K

Sector Composition

1 Technology 15.83%
2 Healthcare 13.32%
3 Financials 7.65%
4 Communication Services 6.92%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.58%
34,924
-39,209
52
$1.16M 0.57%
50,763
+407
53
$1.15M 0.57%
9,071
+2,147
54
$1.14M 0.56%
82,673
+56,583
55
$1.14M 0.56%
6,172
+2,028
56
$1.1M 0.55%
12,061
+8,429
57
$1.09M 0.54%
21,350
-6,711
58
$1.08M 0.53%
77,545
+45,550
59
$1.02M 0.5%
4,756
+2,831
60
$1M 0.5%
+22,656
61
$976K 0.48%
31,445
+5,415
62
$973K 0.48%
24,942
+4,340
63
$972K 0.48%
28,539
+1,345
64
$955K 0.47%
+17,461
65
$908K 0.45%
6,751
+671
66
$878K 0.43%
+53,740
67
$837K 0.41%
4,333
+3,058
68
$808K 0.4%
14,621
+9,945
69
$800K 0.4%
18,869
+12,494
70
$788K 0.39%
62,120
+17,832
71
$774K 0.38%
75,940
+17,455
72
$750K 0.37%
15,034
+9,991
73
$726K 0.36%
+7,135
74
$703K 0.35%
61,180
+25,200
75
$696K 0.34%
11,419
+7,244
1 2
3
4 5